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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $561,553 | $166,268+237.7% | $165,100+240.1% | $145,897+284.9% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.8pp |
| Annual return | 16.27% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,290 | $5,284-56.7% | $4,348-47.3% | $4,663-50.9% |
| Participant deferral / active EE | $13,924 | $6,964+99.9% | $6,035+130.7% | $6,689+108.2% |
| Admin fee / account holder | $3,743 | $16,659-77.5% | $12,696-70.5% | $13,390-72.0% |